How to create an admin account

Admin accounts for your team are assigned automatically based on your email domain. For example, when a team member from Signkick creates an account using their @signkick.com email address they will automatically be made an admin user. The easiest way to tell if your admin account has been set up correctly is if you can see the […]

How to confirm a client’s booking request

When a client completes a booking, there are a few things to be approved by the admin team before the booking is considered confirmed. Here’s how the process works: The client adds panels to their campaign and completes the booking request using BACS or credit card payment. An email alert is sent automatically to your […]

How to view, search and filter current bookings

You can review, search and filter the status of all bookings in the system from within your ‘Management Dashboard’. This can help you identify previous or current bookings, follow up on in progress bookings or see which bookings have been optioned.  Login, then hover over your name in the top right corner to show the […]

How to view, search and filter bookings in progress

You can review, search and filter the status of all bookings in the system from within your Management Dashboard. This can help you identify previous or current bookings, follow up on in progress bookings or see which bookings have been optioned in order to increase sales.   Login, then hover over your name in the top […]

How to view, search and filter optioned panels

You can review, search and filter the status of all bookings in the system from within your Management Dashboard. This can help you identify previous or current bookings, follow up on in progress bookings or see which bookings have been optioned.  Login, then hover over your name in the top right corner to show the […]

How to view a list of campaigns by account manager

You can easily generate a list of those campaigns that have you assigned as the Account Manager. Login, then using your account drop down in the top right of your window, select ‘All Campaigns’ from the Management Dashboard. This will bring up a complete list of all campaigns in the system. Use the Account Manager […]

How to identify leads

The warmest leads are those people who have added panels to their campaigns, but not yet booked.  To generate a list of these ‘In Progress’ campaigns, login, then using your account drop down in the top right of your window, select ‘All Campaigns’ under the Management Dashboard. This will bring up a list of all […]

How to check the status of a booking

You can check the status of a client’s campaign booking at any time from your ‘Management Dashboard’.  Login, then hover over your name in the top right corner to show the account drop-down menu. Select ‘All Campaigns’ under ‘Management Dashboard’. This will bring up a list of all the campaigns in the system. Select the […]

How to change a panel to ‘Optioned’ in a client’s campaign

If a client has booked a panel that they would instead like to have ‘Optioned’. You can amend this for them by: Logging in, then using your account drop down in the top right of your window, select ‘All Campaigns’. Search for and select the campaign you want to amend. Use the checkbox on the […]

How to remove or mark a panel as unavailable in a client’s campaign

Occasionally, a client may have a panel in their campaign which has since become unavailable. To remove or mark the panel as unavailable: Login, then using your account drop down in the top right of your window, select ‘All Campaigns’. Search for and select the campaign you want to amend. Use the checkbox on the […]

How to cancel a booking

Occasionally, a client may ask to cancel their entire campaign or booking.  Login, then using your account drop down in the top right of your window, select ‘All Campaigns’. Search for and select the campaign you want to cancel. Use the checkbox on the right to first select all of the panel/s in the campaign […]

How to use Analytics

Console includes two Analytics Dashboards which allow you to view live analytics and user trends from within the app to better understand how clients are using your store.  To access this, log in, then using your account drop down in the top right of your window, choose either ‘Live’ or ‘Trends’ from the Analytics Dashboard. […]